Strategy - Partner with the CEO on all operational and strategic issues as they arise; provide strategic recommendations to the president based on financial analysis and projections, cost identification and allocation, and revenue/expense analysis. - Participate in the ongoing strategic planning process as an integral member of the senior management team. - Oversee long-term budgetary planning and cost management in alignment - Align financial management with short- and long-term financial planning and projections. - Engage the board finance committee around issues, trends, and changes in the operating model and operational delivery.
Financial and Operational Management - Oversee budgeting, and the implementation of budgets, to monitor progress and present operational metrics both internally and externally. - Ensure that finance staff maintains financial record systems in accordance with Generally Accepted Accounting Principles and monitor the use of all funds. - Oversee the preparation and approval of all financial reporting materials and metrics for funding organizations and board of directors; prepare and communicate monthly and annual financial statements. - Manage cash flow and forecasting; direct all financial, project-based, and departmental accounting. - Coordinate all audit activities. - Evaluate and oversee all benefits negotiations, thus providing the most competitive packages for employees. - Review all formal finance-, HR-, and IT-related procedures, processes, and administration, recommending improvements to the systems in place and managing the systems going forward. - Be able to lead on Business Insurance.
Team Management - Develop and manage direct staff, to include managers in finance, HR, and IT; guide larger multidisciplinary teams outside of direct span of control. - Engage other members of the senior management team to facilitate collaboration that ensures that all financial, IT, and HR solutions positively support evolving strategy, operational delivery, and data collection needs. Qualifications - The CFO will be a seasoned and mature leader with at least 10 years of broad finance experience, ideally beginning in audit, followed by experience gathering and evaluating financial information and making actionable recommendations to senior leadership. She or he will ideally have experience managing finance (accounting, budgeting, control, and reporting), HR, and IT.